Winslow Capital Management
Latest statistics and disclosures from Winslow Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, AMZN, META, and represent 40.95% of Winslow Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$1.5B), AMD (+$558M), APH (+$549M), CDNS (+$375M), ORCL (+$352M), MCO (+$348M), AAPL (+$342M), NVDA (+$290M), ANET (+$237M), TSLA (+$214M).
- Started 7 new stock positions in MELI, ANET, AMD, CVNA, CDNS, PWR, MCO.
- Reduced shares in these 10 stocks: LRCX (-$1.1B), ALNY (-$536M), , FICO (-$419M), CMG (-$418M), TT (-$366M), WDAY (-$341M), VRT (-$337M), LLY (-$319M), CTAS (-$313M).
- Sold out of its positions in ADP, CTAS, DHR, EB, FICO, AJG, LPLA, CRM, ONON, ODD.
- Winslow Capital Management was a net seller of stock by $-1.3B.
- Winslow Capital Management has $30B in assets under management (AUM), dropping by 1.11%.
- Central Index Key (CIK): 0000900973
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Portfolio Holdings for Winslow Capital Management
Winslow Capital Management holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.5 | $3.5B | +9% | 19M | 186.58 |
|
| Microsoft Corporation (MSFT) | 11.3 | $3.4B | 6.6M | 517.95 |
|
|
| Apple (AAPL) | 7.2 | $2.2B | +18% | 8.5M | 254.63 |
|
| Amazon (AMZN) | 5.9 | $1.8B | -8% | 8.1M | 219.57 |
|
| Facebook Inc cl a (META) | 5.1 | $1.5B | -9% | 2.1M | 734.38 |
|
| Alphabet Inc Class C cs (GOOG) | 5.0 | $1.5B | +49931% | 6.2M | 243.55 |
|
| Broadcom (AVGO) | 4.8 | $1.4B | -10% | 4.4M | 329.91 |
|
| Oracle Corporation (ORCL) | 3.0 | $917M | +62% | 3.3M | 281.24 |
|
| Snowflake Inc Cl A (SNOW) | 3.0 | $909M | +24% | 4.0M | 225.55 |
|
| Tesla Motors (TSLA) | 2.8 | $836M | +34% | 1.9M | 444.72 |
|
| Spotify Technology Sa (SPOT) | 2.4 | $717M | +10% | 1.0M | 698.00 |
|
| Servicenow (NOW) | 2.3 | $699M | +23% | 760k | 920.28 |
|
| Visa (V) | 2.3 | $699M | -14% | 2.0M | 341.38 |
|
| MasterCard Incorporated (MA) | 2.3 | $694M | -10% | 1.2M | 568.81 |
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| Intuit (INTU) | 2.2 | $663M | -2% | 971k | 682.91 |
|
| Netflix (NFLX) | 2.0 | $618M | -12% | 516k | 1198.92 |
|
| Doordash (DASH) | 2.0 | $604M | +21% | 2.2M | 271.99 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $593M | -34% | 777k | 763.00 |
|
| Advanced Micro Devices (AMD) | 1.8 | $558M | NEW | 3.4M | 161.79 |
|
| Amphenol Corporation (APH) | 1.8 | $549M | +136124% | 4.4M | 123.75 |
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| Shopify Inc cl a (SHOP) | 1.6 | $484M | +25% | 3.3M | 148.61 |
|
| Eaton (ETN) | 1.3 | $380M | +24% | 1.0M | 374.25 |
|
| Cadence Design Systems (CDNS) | 1.2 | $375M | NEW | 1.1M | 351.26 |
|
| Booking Holdings (BKNG) | 1.2 | $357M | -23% | 66k | 5399.27 |
|
| Stryker Corporation (SYK) | 1.2 | $349M | -2% | 943k | 369.67 |
|
| Moody's Corporation (MCO) | 1.2 | $348M | NEW | 731k | 476.48 |
|
| Axon Enterprise (AXON) | 1.1 | $327M | +21% | 456k | 717.64 |
|
| Ecolab (ECL) | 1.1 | $323M | -2% | 1.2M | 273.86 |
|
| Howmet Aerospace (HWM) | 1.0 | $316M | -5% | 1.6M | 196.23 |
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| Intuitive Surgical (ISRG) | 1.0 | $305M | -49% | 681k | 447.23 |
|
| General Electric (GE) | 1.0 | $303M | -15% | 1.0M | 300.82 |
|
| Hilton Worldwide Holdings (HLT) | 1.0 | $292M | -40% | 1.1M | 259.44 |
|
| Palantir Technologies (PLTR) | 0.9 | $275M | -17% | 1.5M | 182.42 |
|
| Arista Networks (ANET) | 0.8 | $237M | NEW | 1.6M | 145.71 |
|
| Ares Management Corporation cl a com stk (ARES) | 0.8 | $233M | +55% | 1.5M | 159.89 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.7 | $202M | -62% | 1.3M | 150.86 |
|
| MercadoLibre (MELI) | 0.7 | $197M | NEW | 85k | 2336.94 |
|
| Carvana Co cl a (CVNA) | 0.6 | $183M | NEW | 485k | 377.24 |
|
| Analog Devices (ADI) | 0.5 | $143M | +32564% | 580k | 245.70 |
|
| KLA-Tencor Corporation (KLAC) | 0.4 | $109M | -4% | 101k | 1078.60 |
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| Compass (COMP) | 0.2 | $56M | 6.9M | 8.03 |
|
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| Comfort Systems USA (FIX) | 0.1 | $27M | +11% | 32k | 825.18 |
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| Sailpoint (SAIL) | 0.1 | $17M | -5% | 754k | 22.08 |
|
| Ishares Tr Rssll 1000 Grwt Etf-equity (IWF) | 0.0 | $12M | -2% | 25k | 468.41 |
|
| Quanta Services (PWR) | 0.0 | $3.3M | NEW | 8.0k | 414.42 |
|
| Lam Research (LRCX) | 0.0 | $3.0M | -99% | 23k | 133.90 |
|
| Trane Technologies (TT) | 0.0 | $2.3M | -99% | 5.5k | 421.96 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $2.3M | 9.3k | 243.10 |
|
|
| Kkr & Co (KKR) | 0.0 | $1.7M | +109% | 13k | 129.95 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.7M | -4% | 15k | 107.81 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.5M | -99% | 37k | 39.19 |
|
| Vanguard Index Tr Growth Viper Etf-equity (VUG) | 0.0 | $1.2M | +5% | 2.5k | 479.61 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $970k | -6% | 9.9k | 97.63 |
|
| Synopsys (SNPS) | 0.0 | $840k | -19% | 1.7k | 493.39 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $609k | -99% | 1.3k | 456.00 |
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| Uber Technologies (UBER) | 0.0 | $586k | 6.0k | 97.97 |
|
|
| Workday Inc cl a (WDAY) | 0.0 | $575k | -99% | 2.4k | 240.73 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $486k | 641.00 | 758.15 |
|
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| Linde (LIN) | 0.0 | $255k | 536.00 | 475.00 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $210k | -99% | 1.1k | 183.73 |
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Past Filings by Winslow Capital Management
SEC 13F filings are viewable for Winslow Capital Management going back to 2011
- Winslow Capital Management 2025 Q3 filed Nov. 13, 2025
- Winslow Capital Management 2025 Q2 filed Aug. 13, 2025
- Winslow Capital Management 2025 Q1 filed May 14, 2025
- Winslow Capital Management 2024 Q4 filed Feb. 13, 2025
- Winslow Capital Management 2024 Q3 filed Nov. 13, 2024
- Winslow Capital Management 2024 Q2 filed Aug. 13, 2024
- Winslow Capital Management 2024 Q1 filed May 14, 2024
- Winslow Capital Management 2023 Q3 filed Nov. 13, 2023
- Winslow Capital Management 2023 Q2 filed Aug. 11, 2023
- Winslow Capital Management 2023 Q1 filed May 11, 2023
- Winslow Capital Management 2022 Q4 filed Feb. 10, 2023
- Winslow Capital Management 2022 Q3 filed Nov. 14, 2022
- Winslow Capital Management 2022 Q2 filed Aug. 12, 2022
- Winslow Capital Management 2022 Q2 restated filed Aug. 12, 2022
- Winslow Capital Management 2022 Q1 filed May 13, 2022
- Winslow Capital Management 2021 Q4 filed Feb. 11, 2022